NIB Subsidiaries

Last updated May 18, 2020 06:36

From time to time you may find that your smaller health funds actually fall under the umbrella of a bigger health fund. Recently, there has been an increase in health funds falling under the NIB umbrella. This means that these funds are often using NIB for ECLIPSE Claiming, and the NIB fees. For details on configuring these subsidiary funds, please see the details below.

Note: These instructions are to be used as a guide. Before proceeding with these instructions, we would recommend contacting any funds to confirm that they use the NIB Brand ID for ECLIPSE Claiming, and that they use the NIB Fee Schedule.

Before you begin

Before adding any new funds in it is best to confirm that one hasn't already been created. To check on your health funds, navigate to Open> Billing Items and select Health Funds in the top right corner. It is best to check through the whole list to confirm you don't already have an existing fund to avoid double up.

Quick Tip: If you do not have many patients whose private fund is an NIB subsidiary, simply select their Private Fund as NIB in their demographics along with their health fund number, then add a patient memo listing their correct health fund name for your reference.

To add the fund into Genie, you can proceed with the Add The Fund instructions from the Configuring Health Funds for ECLIPSE page. To summarise this section, you will need to navigate to Open > Billing Items > Health Funds. If the required fund is not listed in this window, you can select the Add button.

After adding or locating the fund, please double click to open the record. At this stage, the instructions will differ slightly for Windows and Mac users.

Windows:

Hold the Alt key on your keyboard.

Simultaneously, right click on the Brand ID field. Hold the right click.

Locate the NIB – NIB Health Funds Limited option in the popup window.

With your cursor on NIB, release your right click, then release the alt key.

Mac:

Hold the Option key on your keyboard.

Simultaneously, click the Brand ID field.

Locate the NIB – NIB Health Funds Limited option in the popup window.

Select the NIB option.

After selecting NIB, your fund’s window should look something like below. The Account Holder will be automatically set to NIB Health Funds Limited, and this can remain as is.

Setting the fee schedule for NIB’s subsidiary funds has some slight differences to a standard fee schedule update. When you download a fee schedule through Special > Software Updates > Fee Schedules, Genie will often match the name of the schedule with a fund in your database. This means that Genie is always going to try to set the NIB schedule to your NIB health fund.

To get around this behaviour, you can set the NIB fund as using the AHSA schedule temporarily. When the AHSA option has been ticked, Genie recognises the fund as using only the AHSA schedule and won’t apply any other schedules (automatically or manually). Please see the instructions below for more details.

1. Navigate to Open > Billing Items and select Health Funds in the top right corner.

2. Locate your NIB health fund in this window.

3. Next to your NIB fund, tick the option for AHSA.

4. Close the Health Funds and Billing Items windows.

5. Navigate to Special > Software Updates > Fee Schedules.

6. Tick the box to the left of the NIB schedule.

7. Select the Install 1 Item box.

8. When prompted with the message 'Do you want to update the NIB schedule now, or would you like to store it for later activation?', you can select the Apply Now button.

9. You should then receive a window that asks Which fund is NIB?, as in the below image.

10. Highlight whichever NIB subsidiary you wish to set the fees for.

11. Click the Select button.

12. Allow the fee schedule update to run to completion.

Once the download is complete, you may close the Software Updates window. You should then perform the additional instructions listed below.

13. Navigate to Open > Billing Items > Health Funds.

14. Locate your NIB health fund in this window.

15. Next to your NIB fund, untick the option for AHSA.

16. Close the Health Funds and Billing Items windows.

Once complete, the specified NIB Subsidiary fund should populate the necessary fees.

Please Note: It is important to complete the last series of steps. If you do not untick AHSA for the NIB fund, then updating the AHSA schedule will incorrectly assign these fees to NIB.